iformbuilder Essentials for Project Managers

Transcription

1 iformbuilder Essentials for Project Managers Presented by Berit Johannessen, Solutions Engineer

2 About the Presenter Berit Johannessen M.Ed, MSIT iformbuilder Solutions Engineer with focus on Training

3 About iformbuilder An offline solution for teams to capture data in ultradisconnected parts of the world. Secure data collection and collaboration Scan and print more seamlessly from the field Seamless integration between iformbuilder and ArcGIS Online and Server. The iform app integrates with Esri Collector so users can have the benefits of both apps. Metadata like when, where, and who for every record. iformbuilder has the most flexible form-builder in the industry to match your workflow.about iformbuilder

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6 Session Deliverables Steps to simplify account management. Increase productivity in iformbuilder projects. Make changes to a live form without losing data. Get the most out of the data captured.

7 Group Talk Who is currently using iformbuilder? How are projects being managed today? Where are the trouble areas? What works well? Are you using other software?

8 Simplify Account Management Users Forms Understanding & Instructing others is the KEY to success! Profile Data Devices

9 Simplify Account Management Devices Instruct Users on the iform App Make sure all users know how to: Download the iform App Change and update App Settings Log in/out of the iform App Delete unneeded Records Sync Devices to Cloud Create a Getting Started Form and assign to users to support on app.

10 Simplify Account Management Users Improve User Management by: Sending Notifications Informing users about License Model Advising users on Device Password Security User Groups

11 Simplify Account Management Forms Improve Form Management by: Form Groups POST Data Alerts Language Localization Scoring Form Building Standards & Best Practices

12 Simplify Account Management Form Group Forms Create a Form Group to assign forms are that usually are assigned together. Cut down on time by assigning a Form Group to a User Group. Ex) All forms used for a specific project. *Remember you only need to Assign Parent Forms!

13 Simplify Account Management Form Assignment: Form Permissions Forms In Form Assignment, select a Parent Form or Form Group to assign. Collect: User(s) can collect data on the form assigned. View: User(s) can see all data collected in a specific form online and in the ipad Manage view. User Groups: User Groups are listed with all the individual users. This is why the naming convention comes in handy.

14 Simplify Account Management Know Right Away When a Record is Submitted Forms In Form Assignment; Alert: All users here will receive an with an HTML record every time a new record is submitted.

15 Simplify Account Management Forms Save Time and See Data in Other Webservices Every Time a Record is Submitted. Located under a form assignment, Post is a data delivery to the location of your choice, rather than coming to pick it up yourself (Feeds).

16 Simplify Account Management Form Assignment: Post Data to Webservice Forms Name: Name of the POST service Endpoint URL: The address iformbuilder will send data to when a record is called for POST process Post Data Format: The data format you want delivered to the Endpoint (XML, JSON) Post Body Content Type: Encoding format of the data being sent to Endpoint. Options will vary depending on Post Data Format Error An address that will receive an if the request fails after the number of retries is exceeded (5 days) Notification An address that will receive an each time a request fails with a 400 or 500 level code and has not exceeded maximum number of tries for Guaranteed Delivery. Guaranteed Delivery: With this option turned on, when a POST request fails to reach the destination, it will be returned to a queue and will try again with the following schedule (1 minute, 5 minutes, 30 minutes, 6 hours, 24 hours)

17 Simplify Account Management Forms Add Multiple Translations to a single form through Localization Localization allows you to add translations to forms to meet the native tongue of the users. When devices are set to that language, users will see the translations. It supports all languages that ios supports. Can have each form in as many languages as needed.

18 Simplify Account Management Forms Score Reports in iformbuilder Add a Scoring to forms option lists to receive a scored report in the Data. Weights of questions and responses can be updated at any time. Quickly see if users pass/fail inspections etc.

19 Simplify Account Management Set Standards for the Best Form Results Forms Find the Form Builder Champion Follow Form Building Golden Rules Use Best Practices when Updating Option Lists Use Naming Conventions Cut down on Data Entry

20 Form Building Standards iformbuilder Champions

21 Form Building Golden Rules 1. Test before going live. 2. Unique Data Column Names (DCN) that are database friendly. (Reserved Word List) 3. DO NOT change Input Type, Data Size or Encryption of an element on a live form. IT WILL DELETE DATA. * Disabled * 2. IF DCN is not friendly, refresh webpage, uncheck Based on Label and change DCN. *3. If you are no longer using an element on a live form, or need to change the Input Type, Data Size or Encryption, check the Disable box in the Input Properties. If changing the element, duplicate the Disabled element and make changes to the duplication.

22 Form Building Standards Option List Input Types and Option List Manager Select - Pick-List - Multi-Select Editing a Live Option List: Add new options to the bottom of the list Removing Options will delete all data previously collected. Place false in the conditional value. Option List Manager Advanced - Key Values need to be unique - Add functionality for Smart Option Lists Icon URL - Add image icons to option list text

23 Form Building Standards Make use of different Input Types Attachment Image Pick List (Option List) Socket* Unique ID Assign to Image Label Phone Number Sound Zip BlueTherm Temp Prob* Label Range SSN Esri Date Linea Pro* Read-Only Subform 3rd Party Date-Time MagStrip Red-Laser Text URL Scheme Divider Manatee Works* RFID Text Area Location Drawing Multi-Select (Option List) Select (Option List) Time Number Signature Toggle Learn more about each Element Input Type. *Integrated Software or Hardware

24 Form Building Standards Use a Naming Convention to help organize forms in Form Builder. Use naming convention in Table Name Example: parent_form_name_p parent_form_name_subform_name_c Un-Check Based on Label

25 Form Building Standards Add Subforms. Subforms are any forms that you want attached to a parent form. Creates different sections in the form. Groups data separate from parent form. Allows users to take 1-many records in a subform Can create a Photo subform to allow for multiple pictures to be taken.

26 Form Building Standards What Smart Controls Can Do Show or hide elements based on users input. Default elements. Mathematical calculations. Validate user input. Concatenate multiple elements into one element. Barcode Scanning Parse Location Data Subform Aggregation. Integrate with 3rd Party Apps and URL Schemes. & More! Add Smart Controls to your form.

27 Form Building Standards What are Smart Controls? Smart Controls add functionality to a form. Use Basic JavaScript to add actions to different elements. Why use Smart Controls? Cut down on human interaction with form. Define what a user see s based off of their selections. Cut down on human error. Helpful JavaScript Tools: Add Smart Controls to your form.

28 Form Building Standards Add more to your forms! Pass data from Parent Form Element to Subform Smart Table Search Integrate with Hardware Esri Widget Manatee Works (Barcode scanning) Assign POST Select Keyboard Type Form Menu Updates

29 Simplify Account Management Data Improve Data Management by: Understanding Data Exports Assigning Records to Users Uploading CSV files Editing & Duplicating Records Adding Filters to Data Defining Data Workflow

30 Simplify Account Management Data Score Reports View & JSON FEED HTML Scoring View Select a form that scoring has been applied to view users results. The view shows the numeric value for each question rather than the Label of the selected option.

31 Get the Most Out of Data Save time and learn more by automatically by using iformbuilder POST to see data in a Dashboard Customized Report Map & more!

32 Simplify Account Management Improve Company Profile Management Profile by: Updating Company Info and include accurate Timezone Use Media Storage and Storage Path Customize PDF and HTML Reports

33 Increase Productivity Increase Productivity Use Support Tools Follow Release Notes Data Integration Custom Workflows Training Documentation Naming Conventions

34 Increase Productivity Android & ios Upcoming Release: Release 8.0 Subform Batch Mode - Create subform records with less clicking using element reference ID SUBFORM_BATCH_MODE. Check out this link for more information. Database enhancement - Users with large amounts of data should see a significant improvement in performance. Server Range Widget Enhancement when creating/editing record in admin tool Miscellaneous fixes and enhancement. CLICK HERE TO READ RELEASE NOTES TO LEARN ABOUT OTHER UPDATES AND WHEN IT IS RELEASED.

35 iformbuilder Support *Sign-up for our Customer Success Center Chat with an Agent CRS: support team. Follow Release Notes Post/Vote in Community Forum iformbuilder Implementation Support iformbuilder Training

36 Thank you for attending iformbuilder Essentials for Project Managers Questions? Berit /iformbuilder /iformbuilder